KPI definitions and calculations in Analytics for Consumer Goods dashboards
Key Takeaway
Each KPI is a fixed formula over specific fields with set filters. For compliance, a Price record with a Number or Decimal DataType scores 100 when the actual value equals the target value, and 0 otherwise.
Analytics for Consumer Goods dashboards show key performance indicators (KPIs) for stores, sales reps, and territories. Examples include revenue, store compliance, visit counts, and task completion. Each KPI has a fixed definition: a formula over specific fields on standard objects such as OrderItem, Visit, and RetailVisitKpi, with set filters. When you know the object, field, and filter behind a KPI, you know what a dashboard number actually measures.
Dashboards and data sources
The Analytics for Consumer Goods app includes two kinds of dashboards. You open in-app dashboards from the app in CRM Analytics Studio. An admin places embedded dashboards on Lightning Experience pages.
The app is available in Enterprise, Performance, and Unlimited editions where Agentforce Consumer Goods is enabled.
Each group of KPIs reads from its own object.
| KPI group | Object |
|---|---|
| Sales KPIs | OrderItem, with Order supplying order dates |
| Visit KPIs | Visit |
| Compliance and task KPIs | RetailVisitKpi |
| Net Promoter Score | SurveyQuestionResponse |
| Case KPIs | Case |